Filed April 20, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,796 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,931 | $96,400-10.9% | $149,718-42.6% | $177,276-51.5% |
| Participation rate | 99.4% | 88.9%+10.5pp | 87.1%+12.4pp | 74.8%+24.6pp |
| Annual return | 17.90% | 19.02%-1.1pp | 1501.63%-1483.7pp | 21.25%-3.4pp |
| Employer contribution / active EE | $5,187 | $3,680+41.0% | $5,445-4.7% | $2,479+109.2% |
| Participant deferral / active EE | $4,393 | $5,510-20.3% | $6,569-33.1% | $3,881+13.2% |
| Admin fee / account holder | $5 | $69-92.2% | $11,283-100.0% | $154-96.5% |